Wellington Capital Management, Inc.

Wellington Capital Management, Inc. (CRD# 130131) is a financial advisory firm headquartered in Bethesda, MD. They manage $109,505,131 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4938 Hampden Lane #334, Bethesda, MD 20814
http://www.wellington-capital.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $711,072
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Wellington Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Edmund Wellington Iii, financial advisor Bethesda MD
Edmund Wellington Iii
CRD#: 1130424
4906 Earlston Drive, Bethesda , MD 20816

Edmund Wellington Iii (CRD# 1130424) is an Investment Advisor Representative working at Wellington Capital Management, Inc. in Bethesda , MD and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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